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Level 1
April 10, 2026
Question

Home and Business Desktop gets confused if you go back to deductions after choosing to use your entire refund for next year

  • April 10, 2026
  • 0 replies
  • 162 views

I had a strange bug, which I worked around, but should be fixed. Subsequent to having TurboTax automatically select itemized deductions, because they were higher, I was due a refund on my federal return and chose to apply 100% of it toward next year's taxes. Subsequent to that and starting, but not completing, online filing, I returned to the deduction page. It chose the standard deduction and considered itemized deductions 0. Because I already chose the refund amount to apply to next year above my new lower refund, that was now an error.

As a workaround to this bug, I changed my amount applied to next year back to zero. I could then correctly have TurboTax select itemized deductions, reverting the expected refund back to the higher amount. I could then apply 100% of this refund to next year and file.

When calculating deductions, TurboTax should consider how it affects the amount of tax owed/refunded regardless of what we choose to do for the next year. Instead it chose from the net amount after I chose, which was zero, and assumed it was the same for both Standard and Itemized and chose Standard.